Trusted Financial Partners, LLC (Minnetonka)

Trusted Financial Partners, LLC is a large advisory firm based in Minnetonka. It manages $84.79 million of regulatory assets for 218 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Minnesota and Texas.

Trusted Financial Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trusted Financial Partners: assets under management

The assets under management (AUM) of Trusted Financial Partners, LLC is $84.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 128% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.93 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trusted Financial Partners, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trusted Financial Partners, LLC

Kevin James O'connor has been acting as President since 1 Oct 1998. Jane Marie Bortnem joined the executive team most recently as the Treasurer, Secretary & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Michael Gearty	Treasurer	1 Oct 1998	Other	4447451
Kevin James O'connor	President/secretary/chief compliance officer	1 Oct 1998	75% - 100%	4447466
Jane Marie Bortnem	Treasurer, secretary & chief compliance officer	1 Jul 2009	Other	4451428
Anton Joseph Christianson	Chairman	1 Jul 2009	Other	1305752
Llc Adam Smith Family Advisors	Member	1 Jul 2009	50% - 75%	27-0458528
Llc Adam Smith Advisors	Member	1 Jul 2009	50% - 75%	27-0458528

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Anton Joseph Christianson	Member	1 Mar 1997	75% - 100%	1305752
Llc Adam Smith Companies	Member	1 Jun 2009	75% - 100%	41-1839191
Gordon Fairchild Stofer	Member	1 Jun 2009	Other	1514353

Based in Minnetonka

The principal office where Trusted Financial Partners, LLC performs its advisory services is located at 301 Carlson Parkway, Suite 103, Minnetonka, MN 55305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-893-9012 or by fax 952-893-9036. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.